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B2B E-Catalogue & Sales App eBook: How to Digitalize Your B2B Sales Processes

eBook: How to Digitalize Your B2B Sales Processes · 2019-11-20 · Another trigger is sales rep efficiency. For reps, finding product information quickly is difficult, especially

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Page 1: eBook: How to Digitalize Your B2B Sales Processes · 2019-11-20 · Another trigger is sales rep efficiency. For reps, finding product information quickly is difficult, especially

B2B E-Catalogue & Sales App

eBook:

How to Digitalize Your B2B Sales Processes

Page 2: eBook: How to Digitalize Your B2B Sales Processes · 2019-11-20 · Another trigger is sales rep efficiency. For reps, finding product information quickly is difficult, especially

This e-book has been created for sales managers

and directors who want to know how to digitalize

the sales process to cut costs, maximise sales

revenue and increase rep efficiency.

Hark Solutions have over 10 years of experience

working with sales teams like yours to support

the delivery of a more efficient and profitable

sales process by adopting a digital solution.

“The secret of getting ahead is getting started.”

Page 3: eBook: How to Digitalize Your B2B Sales Processes · 2019-11-20 · Another trigger is sales rep efficiency. For reps, finding product information quickly is difficult, especially

Why digitalize your sales processes?

From our experience of working with brands, one of the key drivers for

digitalizing sales processes is the frustration and wastage caused by print

catalogues. Print catalogues are outdated instantly and cannot be updated

easily or cheaply. As a result, many businesses are now adopting digital

solutions like e-catalogues and sales apps to reduce their print costs and

the environmental impact of wasted printed materials.

Another trigger is sales rep efficiency. For reps, finding product information

quickly is difficult, especially with ever growing ranges and deletions or

stock-outs still in printed catalogues. Using an e-catalogue and sales app

gives reps access to the entire product range and the confidence that

finding a product is only a click away. The benefit is that time with the

customer is only spent doing the most important thing, selling!

It’s not just while reps are with a customer that digital solutions are

creating positive outcomes. Reps spend 59% of their time doing tasks

other than selling, so by looking at the whole sales process, areas can be

found where productivity can be improved. For example, order writing is

commonly identified as being an inefficient process. By introducing an app

that enables reps to write and submit orders electronically you can save

time, reduce errors and support a smoother order fulfilment process.

With the B2B sales landscape changing so quickly, it’s vital that businesses

keep up with the demands of retailers and digitalize their processes to

maximise efficiency and stay ahead of competitors.

Page 4: eBook: How to Digitalize Your B2B Sales Processes · 2019-11-20 · Another trigger is sales rep efficiency. For reps, finding product information quickly is difficult, especially

A B2B e-catalogue and sales app like aWorkbook combines a digital product catalogue with presentation features and an order writing interface.

The benefits of a B2B e-catalogue and sales app are clear:

• Reduced reliance on printed material leads to cost savings on production and shipping of catalogues

• Reps always have access to accurate and up to date product and stock information for ordering as the season progresses

• Greater segmentation of the product range for different markets and customer types maximises sales opportunities

• Tailored product presentations make meetings more efficient and generate more valuable conversations with buyers

• Custom built assortments support increased sales as brands increasingly sell by collection rather than product type

• Reps no longer need to rely on samples, enabling them to go-to-market before competitors and increase efficiency

• Orders are submitted quickly and accurately supporting a smoother order fulfilment process

Page 5: eBook: How to Digitalize Your B2B Sales Processes · 2019-11-20 · Another trigger is sales rep efficiency. For reps, finding product information quickly is difficult, especially

When is the right time?

Off the shelf solutions like aWorkbook make the implementation

of a digital sales process easier than ever before. Because

of this, many brands are supporting their sales teams by

adopting a B2B e-catalogue and sales app now as it makes

sense for their business, helps them to reduce costs and

stops them falling behind their competitors.

The triggers for digitalizing the sales process are various and

can be defined by functional or organisational goals.

Typical Organisational goals:

• Delivering a digital vision or project• Initiative to reduce costs• Focus on achieving environmental goals• Deliver greater customer value across all touchpoints

Typical Functional goals:

• Implement a new approach to support your sales force• The need to communicate a new go-to-market strategy• Open new routes to market• Expand wholesale channels• Develop competitive advantage over others in the market

Page 6: eBook: How to Digitalize Your B2B Sales Processes · 2019-11-20 · Another trigger is sales rep efficiency. For reps, finding product information quickly is difficult, especially

It’s essential to have all the key stakeholders in the business

agreed on the decision. Making the case for a B2B e-catalogue

and sales app and picking the right solution requires research

into what apps are available in the market and identifying

clearly what your business needs and priorities are.

For sales, this is usually the need for accurate information

and wanting to do more in less time. However, each job

function will have their own idea of what’s important.

• Marketing need the brand stories to be told successfully and consistently

• IT look for ways to ensure the solution integrates with existing systems

• Product Managers aim for ranges that work commercially

• Management like solutions that support growth and business advancement

• Customer service want accuracy and easy access to information

As a Sales Manager, it’s important you get buy-in from

your sales team and communicate the benefits of a

B2B e-catalogue and sales app. A solution can only be

successfully deployed if everyone is on-board.

Getting agreement - who leads the project?

Marketing need to know that the assets can be gathered

together within the timeframe; IT need to be comfortable about

any potential impact on their systems and the workload to

help deliver it and for Product Managers the focus is on timely

delivery of key product attributes. Management must be willing

to look ahead and be committed to making the investment.

Who leads is up to you (very often it’s marketing) but nobody

will welcome the commitment to deliver it unless there’s a

very clear benefit. So, it’s important to ensure a successful

implementation and to know what that looks like.

Who leads is up to you (very often it’s marketing) but nobody will welcome the commitment to deliver it unless there’s a very clear benefit.

Page 7: eBook: How to Digitalize Your B2B Sales Processes · 2019-11-20 · Another trigger is sales rep efficiency. For reps, finding product information quickly is difficult, especially

Which solution?

Consulting widely with different job functions, amongst partners and even

competitors will tell you a lot about what is right for you. Off the shelf

apps come in many different varieties and often with overlapping features.

Some are better by design and are built on modern cloud platforms.

Implementation can vary from fast and simple to complex and slow.

It will help reduce the field of options if you know what’s important to you,

then you can judge each shortlisted app on its merits:

• Who will use it? Only your reps or will it be shared with dealers?

• Do you need access offline when there’s no internet connection?

• What plans have you for printed brochures?

• What devices do you want to support? Computer/tablet, Windows/iOS/Android?

• Do you want to capture orders and show a live stock position?

• Is customer order history and sales order processing important to you?

• How and when should it integrate with existing systems, such as ERP, DAM, PIM or PLM

• What kind of service relationship you want with the vendor – high or low touch?

Recognising your trigger for action and identifying key factors that

support the business need will ensure the vendor selection process is

focused on the best possible outcome.

Page 8: eBook: How to Digitalize Your B2B Sales Processes · 2019-11-20 · Another trigger is sales rep efficiency. For reps, finding product information quickly is difficult, especially

Next steps: What do you want? Write it down.

A written brief or request for proposal (RFP) document will help you

define and agree internally what you want. It makes it easier for vendors

to know (and for you to see) if they can meet your needs. Invest the time

in the process and don’t rush it. We recommend a brief or RFP includes

the following:

• A statement of the business need• Your current sales process – both sell-in and sell-through• Your target user base for the app• Reasons for adopting a B2B e-catalogue and sales app • Expected outcomes of the project• Expected features of the app• Use case examples• Potential integration required with other systems• Other requirements – online/offline, devices to be used, support• Project scope and timeline• Next steps for vendors

To help you get started, we’ve created a ‘Needs checklist’ which you can

download from the ‘Learning Hub’ on our website.

Summary and key points

With the B2B sales landscape changing so quickly, it’s vital

that businesses keep up with the demands of retailers and

digitalize their processes to maximise efficiency and stay

ahead of competitors. Some of the important points to

consider are:

• Why digitalize your sales processes?

• What is a B2B e-catalogue and sales app and why introduce one?

• When is the right time to introduce a B2B e-catalogue and sales app?

• Getting buy-in – who leads the project?

• Defining needs to support the vendor selection process

At each stage of the process it’s important to keep in mind the

needs of the sales team as well as the other functions a B2B

e-catalogue and sales app could support, such as marketing.

The earlier in the process you can get buy-in from other

departments, the quicker the app can be rolled out to your sales

team and the smoother the implementation.

Page 9: eBook: How to Digitalize Your B2B Sales Processes · 2019-11-20 · Another trigger is sales rep efficiency. For reps, finding product information quickly is difficult, especially

Hark Solutions Ltd

T: +44 (0)1460 279744

E: [email protected]

www.aworkbook.com

aWorkbook, trusted every season by:

Ready to select vendors?

The team at Hark has been working with businesses for over 10

years helping them to develop their digital strategy by adding a B2B

e-catalogue and sales app to their wholesale channel.

We offer a no obligation online demonstration of the aWorkbook app to

give you an insight into how it can be used in your business. We’ll also

discuss which of your existing processes it can be used to support. It’s

quick and easy to arrange – just email [email protected] or call us

on +44 1460 279744 to arrange a time.